Sunrise Wealth Advisors
About Sunrise Wealth Advisors
Sunrise Wealth Advisors' areas of knowledge and experience span over many services, such as: Retirement Planning, Estate and Tax Strategies, 401(k) Rollovers, IRA Rollovers, Education Funding, Family Protection, Employee Benefits, Investment Planning, Wealth Management,... Financial Planning and more. David Strunc and Nicholas Russel are licensed with Series7, Series 66 and State Insurance Licenses.
Location & hours
Updates & tips from Sunrise Wealth Advisors
Stock Market Down Again....
Clickhereto view Nicholas Russell's financial special report. If you haven't subscribed yet, be sure to do so and you won't ever miss the special report.The Debt Ceiling Effects of the Debt Crisis After continued negotiations within Congress, the governm... Read More
What tax advantages do annuities offer?
Money in annuities grow tax-deferred, which means you will not have to file any 1099-INTfor interest earned or 1099-D for dividends earned or any capital appreciation or gains, but you will be paying ordinary income taxes on any gains when taken out. Keep in mi... Read More
Is investing in gold or silver a wise choice, or just a fad?
Investing in gold, silver, or any other commodity is generally not a fad but a hedge against inflation. The thing to keep your eyes on when investing in these “safe plays” is speculation. When the markets get spooked, people start to look for safe plays a... Read More
Reviews
Thanks Nick!
Nicholas Russell has done a great job for us with his strategies and advice for our investments. Our portfolio has faired very well considering the state of our economic times. Thanks Nick! -Lisa and
This financial advisor is doesn't try to sell but rather tries to help!
Finally Independent Advice without feeling like I'm trying to be sold! Met with David Strunc, the founding partner of Sunrise Wealth Advisors and at the first meeting was told to put my checkbook away and not move over any accounts without first thinking about it to m...ake sure I was comfortable with him and get back to him. I really appreciate the non-sales feel of simply having a conversation about what my goals and concerns were without feeling like I was being sold some company’s product. I like the fact that they are completely independent so we went over several companies products and the pros and cons and differences of each. I felt like I was talking to an old friend and not meeting with a financial advisor for the first time. I would strongly recommend David and Sunrise Wealth Advisors to anyone. A class above the rest.
Hands down the best financial advisor
Nick Russell has been my financial advisor since 2007 and is hands down the best financial advisor that I have ever worked with. Unlike some other people that I have worked with in the past, Nick has the ability to really simplify the financial planning process and put ...everything into layman's terms. He is a strategic planner and is always thinking ahead, and he always makes sure to put the needs of his clients first. I have and will continue to recommend Nicholas Russell and his services to anyone in need of an experienced and knowledgeable financial advisor.”
An Honest and Straight Forward Financial Advisor
In the short time that I have had Dave Strunc handling my investment accounts, I have found him to be an honest and straight forward financial advisor. His recommendations have been fully explained to me and he has insured that I completely understood why he made them a...nd what the positive and/or negative results could be by following these recommendations. As a result, although my investments did take a pretty hard tumble do to the falling economy (as did everyones) they are now recovering nicely and I have regained about 1/3 of the loss. I doubt that this rebound would have occurred without the implimentation of Dave's recommendations and I have the fullest confidence in him. I personally plan on a continued relationship with Dave as my financial advisor for many, many years to come. I highly recommend Dave and anytime financial concerns come up in conversations with friends or relatives I strongly suggest that they contact Dave, as I know he can direct them onto the right path. Than
A Partnership, Not Just a Work Relationship
Nick has created a partnership with us not just a work relationship. From the first meeting to today a friendship has formed that goes beyond client-advisor. It's easy to see that Nick cares about us and he takes the time to make sure he understands our goals. Then he w...orks very hard to help us attain them. Even though the market has been unstable this past year Nick has communicated a sense of calm. He has encouraged us to "stay the course". Most of all he has a great way to communicate financial advice that we can understand. Many advisors want you to think it is because only they can understand the complexities of the market and it should be left to them to decide what is best. Nick takes all the time you need to fully understand the topic and then allows us to make the decision. I would recommend Nick to help you reach your goals too.
Finally Independent Advice without feeling like I'm trying to be sold!
Met with David, the founding partner of Sunrise Wealth Advisors and at the first meeting was told to put my checkbook away and not move over any accounts without first thinking about it to make sure I was comfortable with him and get back to him. I really appreciate th...e non-sales feel or simply having a conversation about what my goals and concerns were without feeling like I was being sold some company's product. I like the fact that they are completely independent so we went over several companies products and the pros and cons and differences of each. I felt like I was talking to an old friend and not meeting with a financial advisor for the first time. I would strongly recommend David and Sunrise Wealth Advisors to anyone. A class above the rest.
